Understand today’s deals.

Covering the companies financing, powering, and building the AI infrastructure boom.

Read by executives from these companies, and more…

What Blockspace covers:

  • Data-center deals, leases, construction, and compute capacity in North America.

  • Grid access, power markets, energy policy and the constraints determining where projects get built.

  • Bank research, earnings, valuations and major developments involving AI infrastructure companies, Bitcoin miners and HPC operators.

Recent Posts


Aug 25, 2026

Needham maps Texas risk. Plus, Jim Bianco says higher rates won't break AI.

Batch Zero isn't the only risk, Needham says -- new transmission lines are, too.

Aug 24, 2026

Inside TeraWulf's 482 MW approval in KY. Plus, GPU curtailment in TX

Kentucky approved TeraWulf’s Justified power agreement as Luxor demonstrated sub-second GPU curtailment in Texas.

Aug 21, 2026

Everyone hates data centers. Plus, KEEL's PA response

Also, a fresh $75 Applied Digital target, and Citadel unwinds 80% of the Situational Awareness book.

Aug 20, 2026

Clarity comes to ERCOT's Batch Zero. Plus, Ionic Digital's Q2 earnings

HUT, GLXY, CLSK, and CIFR could receive conditional base load clearance by the end of this month.

Aug 19, 2026

Shapiro's EO, and what it means for Keel. Plus, Bitdeer's second deal

And the CFTC is seeking comment on compute exchange contracts.

Aug 18, 2026

Pennsylvania tightens AI data center rules. Plus, Crusoe eyes an IPO

New requirements land in Pennsylvania as WhiteFiber, Nebius, and Crusoe make moves.

Aug 17, 2026

OpenAI's 10 GW NVDA backstop. Plus, HIVE signs $350M deal

Nvidia is backing OpenAI’s massive Ohio campus as HIVE accelerates its GPU cloud expansion.